Retirement

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RETIREMENT PLANNING NOV 14, 2013
Jackson breathes life into some of its VAs

Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.

RETIREMENT PLANNING NOV 14, 2013
Prepare for options and taxes in health law

RETIREMENT PLANNING NOV 14, 2013
Sixty-six is the magic age

RETIREMENT PLANNING NOV 14, 2013
Sizzling first quarter for VA sales at Jackson National

Tax-advantaged investing gaining traction among advisers, helps push product.

RETIREMENT PLANNING NOV 14, 2013
It must be May in VA-land: Payout cuts, price hikes, new products

Markets on the upswing, low rates and risk management front and center for insurers.

RETIREMENT PLANNING NOV 14, 2013
Lincoln National joins variable annuity tweakers

After strong first quarter, insurer trims income benefit payouts, seeks to 'tamp down' sales.

EQUITIES NOV 13, 2013
Chinese markets embrace a blueprint for economic reform

China's economic reform blueprint stokes markets. Plus: Strategies for early retirement, how Tim Geithner is getting really rich, the bleeding edge of biotech, and women flood the U.S. labor market. Expertly curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

RETIREMENT PLANNING NOV 13, 2013
Life insurers strike back at regulator's claim on cash reserves

ACLI chief calls N.Y. superintendent's comments 'inaccurate' and 'irresponsible.'

RETIREMENT PLANNING NOV 11, 2013
Low interest rates threaten universal life insurance policies

Universal life policies sold in the '80s and '90s are at risk of lapsing, causing problems for clients and advisers.

RETIREMENT PLANNING NOV 11, 2013
When working longer is the best option

Preparedness may mean staying on the job, but burned-out clients need an incentive.

RETIREMENT PLANNING NOV 10, 2013
Portability election emerges as new locus of estate planning

Despite a permanent tax exemption, investors of all sizes have issues to consider

EQUITIES NOV 10, 2013
Maximize loss harvesting year-round

EQUITIES NOV 08, 2013
Friday markets brace for three big reports

Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

RETIREMENT PLANNING NOV 08, 2013
MassMutual employees file suit against employer over management of 401(k)

The complaint alleges self-dealing, excessive fees in managing the $1 billion plan.

LIFE INSURANCE AND ANNUITIES NOV 07, 2013
Last-minute tips for Medicare annual enrollment

Clients have until Dec. 7 to make choices for 2014

EQUITIES NOV 07, 2013
Say #Hello to the new Twitter billionaires

Plus: Deutsche Bank's new China ETF hottest launch since 2007

RETIREMENT PLANNING NOV 07, 2013
Obama threatens to veto bill to delay DOL fiduciary-duty rule for retirement accounts

President Barack Obama has threatened to veto a bill that would halt -- or possibly kill -- a Labor Department regulation designed to strengthen investment advice standards for retirement plans. The bill would prohibit the DOL from proposing its regulation until 60 days after the Securities and Exchange Commission has finalized a similar rule to raise standards for brokers providing retail investment advice.

RETIREMENT PLANNING NOV 07, 2013
10 questions to measure health care expenses

RETIREMENT PLANNING NOV 07, 2013
Clock ticking on changes for Medicare coverage

RIAS NOV 06, 2013
Zywave breaks in two

Zywave splits in two, with insurance unit going to a new private-equity owner as financial advisory unit changes name to Advicent.